Japan – Canary in the Coal Mine
Submitted by Taps Coogan on the 1st of May 2016 to The Sounding Line. A well-read peruse of international news reveals growing concerns for the viability of the Japanese economy. […]
US Corporate Earnings Prelude
Submitted by Taps Coogan on the 29th of February 2016 to The Sounding Line. In ‘The Anatomy of a Stock Market Bubble’ (link here), we noted that despite U.S. stock […]
Richard Fisher: When the Fed Moves, There Will be a Correction
In an interview with Rick Santelli, former Dallas Fed President Richard Fisher discusses the excessive influence that central banks have on markets. Acknowledging that “monetary policy around the world, including […]
Anatomy of a Stock Market Bubble
Submitted by Tap Coogan on the 24th of April to The Sounding Line. Once again, U.S. equity markets are near all-time high valuations. These high valuations are seen by many […]
Marc Faber – Globally Central Banks Have 23 Trillion in Assets
In a wide ranging interview Marc Faber discusses the current state of the global economy and monetary policy. Mr. Faber makes a number of interesting observations, pointing out that devaluations […]
Portugal’s Finance Minister – Mario Centeno – Low Interest Rates Big Problem for Banks
Portugal’s Finance Minister Mario Centeno spoke with CNBC today, the 18th of April 2016, on the subject of low interest rates. Stating that low interest rates pose “a big problem” […]
Railroad Data Showing Sharp Slowdown in US Energy
Submitted by Taps Coogan on the 11th of April 2016 to The Sounding Line. In today’s world of highly massaged and adjusted economic indicators, one way to get a relatively […]
The Greek Debt Crisis – Why the Worst is Yet to Come
Submitted by Taps Coogan on the 6th of April 2016 to The Sounding Line. Greece is making headlines once again as it attempts to renegotiate its current bailout arrangement with […]
Japan – Passenger Car Registration Falls Most Since 2011
Submitted by Taps Coogan on the 2nd of April 2016 to The Sounding Line. Under Prime Minister Shinzo Abe, Japan has taken accommodative monetary policy to an extreme unmatched anywhere […]
Bill Gross – When Bonds Can’t Produce Capital Gains Other Risk Assets Won’t
Bill Gross of Janus Global Unconstrained Bond Fund spoke with CNBC and highlighted the risks to financial market returns when bond yields are at or below zero saying “Yields are negative. So instead of […]